Honorable Financial Services provides financial planning and portfolio management services to individuals. They use Betterment, a robo-advisor, as their custodian and to implement investment strategies. Honorable Financial helps clients prepare for retirement and other major life transitions by gathering information about their goals and circumstances to develop a proposed investment plan.
Assets Under Management$10M
Clients37
Advisors1
Avg. per Client$270K
Avg. per Advisor$10M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.80% |
The fee includes a fee charged by Betterment for the use of its platform calculated annually as 0.16% of assets under management. Betterment also charges Honorable Financial a fixed $150 monthly fee. The fee is not negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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